Lwm Advisors Inc Ishares Iboxx $ Investment Gra Transaction History

Lwm Advisors Inc

  • $111 Billion
  • Q3 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lwm Advisors Inc holds 32,747 shares of LQD stock, worth $3.65 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
32,747
Previous 31,988 2.37%
Holding current value
$3.65 Million
Previous $3.51 Billion 4.11%
% of portfolio
3.28%
Previous 3.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$107.66 - $112.36 $81,713 - $85,281
759 Added 2.37%
32,747 $3.65 Billion
Q2 2025

Jul 07, 2025
BUY
$105.23 - $109.61 $52,194 - $54,366
496 Added 1.58%
31,988 $3.51 Billion
Q1 2025

May 13, 2025
SELL
$105.1 - $109.61 $139,677 - $145,671
-1,329 Reduced 4.05%
31,492 $3.36 Billion
Q4 2024

May 13, 2025
BUY
$106.56 - $113.11 $3.5 Million - $3.71 Million
32,821 New
32,821 $3.51 Billion

Others Institutions Holding LQD

# of Institutions
1,238
Shares Held
277M
Call Options Held
16.2M
Put Options Held
46.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Lwm Advisors Inc Portfolio

Follow Lwm Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email